Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OYAIX (Oppenheimer Aggrssv Invstr Fd Cl Y Shs) | 12.95% | 25.59% | 16.47% | 5.02% | 6.66% | 6.73% | 6.01% | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OYAIX (Oppenheimer Aggrssv Invstr Fd Cl Y Shs) | 04/07/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.90 | 25.59 | 16.47 | 5.02 | 6.66 | 6.73 | 6.01 | … | … | 12.95 | 16.71 | 10.91 | 14.87 | -23.57 | 9.48 | -4.35 | 27.04 | -12.81 | 25.22 | 3.81 | -0.16 | 1.61 | 29.25 | 17.96 | -7.95 | 17.35 | 40.83 | -41.33 | 7.96 | 14.74 | 11.32 |
| Sharpe Ratio | NA | 1.98 | 1.03 | 0.17 | 0.30 | NA | NA | … | … | 2.10 | 0.90 | 0.65 | 1.04 | -1.24 | 0.73 | -0.13 | 2.26 | -0.96 | 3.65 | 0.25 | -0.01 | 0.14 | 2.68 | 1.32 | -0.32 | 0.91 | 1.39 | -1.04 | 0.29 | 0.98 | 1.36 |
| Standard Deviation(%) | NA | 11.83 | 13.01 | 14.52 | 16.74 | NA | NA | … | … | 14.05 | 15.41 | 11.30 | 10.90 | 20.16 | 12.90 | 34.07 | 11.30 | 14.82 | 6.77 | 14.51 | 13.83 | 11.06 | 10.89 | 13.67 | 24.74 | 19.04 | 29.21 | 40.57 | 16.52 | 11.59 | 9.74 |
| Draw Down(%) | NA | 8.56 | 15.53 | 31.53 | 34.70 | NA | NA | … | … | 8.56 | 15.53 | 7.17 | 11.00 | 26.42 | 9.02 | 34.70 | 6.57 | 22.31 | 1.86 | 12.32 | 13.57 | 10.30 | 7.28 | 12.18 | 23.30 | 14.55 | 26.19 | 50.58 | 11.29 | 11.63 | 4.70 |
| Yield(%) | 0.00 | 5.78 | 5.38 | 3.12 | 5.12 | 4.95 | 4.52 | … | … | 0.00 | 6.07 | 6.29 | 3.09 | 1.12 | 2.11 | 0.87 | 20.44 | 6.33 | 3.18 | 2.18 | 1.49 | 1.04 | 1.24 | 1.32 | 1.04 | 0.75 | 3.59 | 4.64 | 4.66 | 2.32 | 1.50 |
Data as of 06/04/2026, Common starting date is 04/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYAIX (Oppenheimer Aggrssv Invstr Fd Cl Y Shs) |
-16.18%
Feb 2006 – Feb 2009 |
-2.38%
Dec 2017 – Dec 2022 |
2.18%
Oct 2013 – Oct 2023 |
2.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OYAIX (Oppenheimer Aggrssv Invstr Fd Cl Y Shs) |
25.82%
Feb 2009 – Feb 2012 |
22.40%
Feb 2009 – Feb 2014 |
13.41%
Feb 2009 – Feb 2019 |
9.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart